MMM Capital Ventures offers investment management and financial planning services to individuals. Their investment approach combines technical analysis and market sentiment. They offer portfolio management, cryptocurrency advisory, and financial planning services including budgeting, purchase planning, and retirement planning. MMM Capital Ventures tailors investment strategies based on each client’s risk tolerance and financial goals.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | Included |
| $200K+ | 1.50% |
For accounts up to $200,000, a flat fee of $250/month is charged. For accounts greater than $1,100,000, a $10,000 performance fee will be charged for any year in which the client’s portfolio achieves a net return of 25% or greater. All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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